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Truist Financial

1,369 hedge funds and large institutions have $57.3B invested in Truist Financial in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 556 increasing their positions, 464 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+82
Holders Change %
+6.37%
% of All Funds
24.11%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.55%
New
152
Increased
556
Reduced
464
Closed
62
Calls
$316M
Puts
$169M
Net Calls
+$146M
Net Calls Change
+$86.9M
Name Holding Trade Value Shares
Change
Shares
Change %
QPWM
951
Quadrant Private Wealth Management
Pennsylvania
$448K -$72.8K -1,249 -14%
SFM
952
Systematic Financial Management
New Jersey
$447K
YIH
953
Y-Intercept (HK)
Hong Kong
$445K +$445K +7,563 New
Carson Wealth (CWM LLC)
954
Carson Wealth (CWM LLC)
Nebraska
$443K
FAIM
955
Financial Advocates Investment Management
Washington
$442K +$21K +359 +5%
BHWM
956
Bar Harbor Wealth Management
New Hampshire
$439K -$15.8K -271 -3%
HW
957
Hancock Whitney
Mississippi
$438K -$430K -7,363 -50%
GLA
958
Good Life Advisors
Pennsylvania
$438K +$46.2K +795 +12%
CIBC World Market
959
CIBC World Market
Ontario, Canada
$434K +$117K +2,011 +37%
GLA
960
Great Lakes Advisors
Illinois
$433K +$113K +1,947 +36%
PAG
961
Pinnacle Advisory Group
Maryland
$433K +$433K +7,420 New
SEIA
962
Signature Estate & Investment Advisors
California
$432K -$5.72K -98 -1%
SAA
963
Southeast Asset Advisors
Georgia
$432K
JFGIW
964
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$432K
IC
965
IEQ Capital
California
$432K +$432K +7,409 New
FPS
966
Fieldpoint Private Securities
Connecticut
$430K -$90.9K -1,559 -17%
AWM
967
Absher Wealth Management
North Carolina
$429K -$36.7K -628 -8%
FSA
968
Franklin Street Advisors
North Carolina
$428K -$54.7K -938 -11%
BWM
969
BT Wealth Management
Georgia
$428K
CCM
970
Coldstream Capital Management
Washington
$427K +$9.57K +164 +2%
HSA
971
HBK Sorce Advisory
Pennsylvania
$426K +$31.3K +537 +8%
DWM
972
Doyle Wealth Management
Florida
$425K -$12K -206 -3%
RPG
973
Resource Planning Group
Georgia
$425K
PFWA
974
Paces Ferry Wealth Advisors
Georgia
$425K +$20.4K +351 +5%
WSCM
975
Wellington Shields Capital Management
New York
$423K